Filtering Contacts

This article will show you how to filter your contact database based on a set of conditions such as purchase history, form submissions, interactions with e-mail campaigns, groups, analytics and event attendance.

The "Filter by Conditions" feature is also used throughout the e-mail marketing component of Oncord, making this technique handy for segmenting your contact database before sending a targeted campaign.

Filter by Conditions

To get started:

• Navigate to Dashboard > Customers > Contacts to view your contact database. 

• Click the "Custom Filter" option at the top of the table, which will open up the Filter by Conditions engine.

• A search bar will appear underneath with a list of available condition options that you can choose to create a custom filter (The condition options displayed will depend on your pricing plan). 

• After selecting a condition, additional options specific to that condition will be displayed underneath, allowing you to make your query even more specific. 

• You can stack query conditions by clicking the blank area on the right, and you can also use negated logic operations by clicking the icon at the top right of the condition. 

• The following example demonstrates how to retrieve all contacts who are members of a certain group but have not made a purchase.

• The filter will be applied instantly after you specify conditions. You can also export contacts as a CSV file by clicking the "Export" button after filtering contacts by conditions.